NVIDIA
Nvidia pauses revenue-sharing deals with AI cloud companies
The chip giant stepped back from the program last week, the Journal said, adding that it could still revamp the initiative later or fold it into another program.
Nvidia to start employee-funded US political action committee
Companies often set up federal political action committees, called PACs, to donate to political candidates who are aligned with their corporation's policy goals. Nvidia joins other tech companies, including Meta Platforms and Alphabet's Google, in creating a committee to spend money to influence elections.
US stocks today: Nasdaq, S&P 500 rise as Nvidia revives AI rally; Fed outlook in focus
Nvidia's strong revenue forecast revived the AI trade and lifted the Nasdaq and S&P 500, but Wall Street's focus is quickly shifting to Fed Chair Kevin Warsh's Jackson Hole speech. Fresh inflation data and a resilient labour market have complicated the interest rate outlook, leaving investors weighing AI optimism against monetary policy risks.
Nvidia shares extend gains, jump 7% as blockbuster earnings revive AI trade ,
Nvidia shares jumped about 7% after strong quarterly results and a bullish revenue forecast eased concerns over slowing AI spending. The chipmaker reported $96.2 billion in second-quarter revenue and expects about $108 billion in the current quarter. Its 70% fiscal 2028 growth outlook further strengthened investor confidence in the AI trade.
US stocks today: Nasdaq gains as Nvidia results revive confidence in AI trade
US stocks rose on Thursday, led by the Nasdaq, as Nvidia's strong forecast eased concerns over slowing AI demand. Salesforce and CrowdStrike also rallied after upbeat forecasts, while investors shifted focus to Federal Reserve Chair Kevin Warsh's Jackson Hole speech and the outlook for interest rates.
Nvidia ignites chip stock rally as forecast shows AI boom is intact
Nvidia has calmed investor anxieties regarding the AI surge, forecasting a remarkable seventy percent increase in revenue for the upcoming fiscal year. This optimistic outlook highlights sustained investments in artificial intelligence technology. Following this development, shares of other AI-related chip manufacturers also rose, with Nvidia witnessing a substantial one-day boost in its market capitalization.
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Nvidia at heart of data centre revolution, says BNP Paribas; sees 36% upside
BNP Paribas has issued an outperform rating on Nvidia with a target price of $285, implying a 36% upside. The brokerage highlighted Nvidia's role in the data centre revolution, accelerated computing, strong Q2 financial results, and robust demand for its Blackwell and Vera Rubin platforms despite supply chain constraints.
Nvidia CEO Jensen Huang’s fried chicken dinner with Samsung, Hyundai chiefs sent Korean chicken stocks soaring, Marvell shares jumped 32% after his $1 trillion call
Nvidia CEO Jensen Huang has a history of comments and high-profile outings moving markets. His 2025 fried chicken dinner with Samsung and Hyundai chiefs sent South Korean chicken stocks soaring, while Marvell Technology shares jumped 32% in June after Huang called it the “next $1 trillion company.” Now, his latest dinner joke comes as Nvidia reports strong Q2 results and a better-than-expected outlook.
Nvidia agrees to buy Hugging Face for $12.9 billion
Nvidia has agreed to buy AI platform Hugging Face for $12.9 billion, The Information reported on Wednesday, citing a person with knowledge of the deal. The Financial Times reported in January that Hugging Face last year rejected a $500 million investment offer from Nvidia that would have valued it at $7 billion.
Global Market: European shares steady as Nvidia boost offsets consumer, auto weakness
European shares were largely flat as gains in technology stocks, fuelled by Nvidia’s upbeat revenue outlook, offset declines in consumer goods, chemicals and automobile stocks. Investors also tracked Middle East developments and falling oil prices, with hopes of progress in talks involving Iran and Qatar potentially easing concerns over energy supply disruptions.
Nvidia’s 70% sales growth forecast sends a message to AI doubters. What did CEO Jensen Huang say?
Nvidia has forecast a 70% jump in revenue for fiscal 2028, signalling that strong AI computing demand remains intact despite memory supply constraints. The upbeat outlook, which is well above Wall Street’s 44% growth estimate, highlights broadening demand from hyperscalers, AI labs, startups and enterprises. Nvidia’s quarterly revenue also more than doubled, reinforcing investor confidence in the AI spending boom.
Nvidia rises after signaling longer AI spending runway
The world's most valuable company projected 70% revenue growth next fiscal year and forecast current-quarter sales above Wall Street estimates, signaling that the AI spending boom remains intact.
Hitachi Energy India, GE Vernova, other power capex stocks rise up to 5%. Two reasons behind the surge
Power capex stocks such as Hitachi Energy India, GE Vernova, TD Power and CG Power witnessed an uptick on Thursday, tracking Nvidia’s strong data-centre growth and bullish revenue outlook. Expectations of sustained AI infrastructure spending boosted sentiment, while US restrictions on Chinese power equipment added to optimism over demand for Indian suppliers.
Nvidia shares rally 5% after stellar Q2; revenue guidance for 2028 tops analyst estimates
Nvidia shares jumped 5% in extended trading on Wednesday after the chipmaker reported stellar Q2 results and forecast 70% revenue growth for FY28. The guidance topped analyst expectations, while strong AI demand continued to drive optimism despite memory shortages and margin pressures.
Global Market: Kospi gains over 1% as Nvidia outlook lifts chipmakers
South Korean shares rose, led by chipmakers after Nvidia forecast strong AI-driven revenue growth. The KOSPI gained 1.22%, while Samsung Electronics and SK Hynix advanced. The Bank of Korea raised rates by 25 basis points to 3% and upgraded its 2026 growth forecast to 3.3%, keeping investors focused on future monetary policy.
Nvidia investors beware: Firm flags 2 risks after better-than-expected Q2 earnings
Nvidia’s AI boom remains strong, but rising memory costs and growing debt are emerging as key risks. The chipmaker expects gross margins to bottom at 71–72% in Q4 FY27, while rising debt could pressure its financial condition and cash flows.
Nvidia forecasts 70% sales growth next year, signals AI spending boom has years left to run
"AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue," Nvidia Chief Executive Jensen Huang said.
Global Market Today: Nasdaq futures, Asian stocks rise on Nvidia outlook
Contracts for the tech-heavy Nasdaq 100 Index climbed 1.2%, while those for the S&P 500 Index added 0.6% after Nvidia signaled strong sales growth in 2028. The company’s shares rallied 4.2% in extended trading. The upbeat outlook also lifted other AI stocks, including Marvell Technology Inc. and Sandisk Corp., in after-hours trading.
Nvidia earnings: Chipmaker forecasts Q3 revenue at $108 billion, above analysts' estimates as Q2 profit, revenue double YoY
Nvidia earnings: Nvidia forecasts strong third quarter revenue, exceeding analyst expectations significantly. The company sees a trillion-dollar market opportunity for its AI chips through 2027. Nvidia's operating expenses and future spending plans have also increased. Competition is growing, but Nvidia secures major partnerships and customer commitments.
US Stock Market: Nvidia earnings to test AI boom as markets brace for sharp move
Nvidia options are pricing in a 5.4% post-earnings move, implying a potential $280 billion swing in market value after its Q2 results. The expected move is below the 6.5% forecast before May earnings and Nvidia’s 7.4% average post-results swing over the past 12 quarters. The subdued pricing suggests investors expect less dramatic surprises as the AI boom matures.
Global Market: Japan stocks rise ahead of Nvidia earnings, US inflation data
Japanese shares edged higher on Wednesday as investors awaited Nvidia’s quarterly earnings and key US inflation data for clues on the outlook for artificial intelligence spending and Federal Reserve policy. The Nikkei 225 rose 0.56%, while the broader Topix gained 0.61%. SoftBank Group led gains among major stocks, while investors also monitored the US PCE inflation data for signals on the Fed’s next rate move.
AI data centre firm AMI orders 9,000 Nvidia Vera Rubin chips
AM Intelligence (AMI), promoted by Greenko founders, has ordered 9,000 Nvidia Vera Rubin chips as it builds a 5GW global data centre network. The company plans to deploy 200MW over the next 18 months, backed by $3 billion in debt and equity funding, targeting global AI customers and model training workloads.
US stocks today: US stocks close higher on tech rebound as Nvidia earnings gain focus
US stocks closed higher as technology and semiconductor shares recovered ahead of Nvidia's earnings. Lower oil prices and Treasury yields offered relief, while investors assessed AI spending and stretched valuations. Weak consumer confidence added to economic concerns, with upcoming PCE inflation data and Fed commentary keeping rate expectations in focus.
SpaceX, Nvidia develop space-optimised AI system for orbital launch next year
SpaceX and Nvidia have developed a space-optimised Vera Rubin NVL72 AI system that is planned for launch into orbit in the fourth quarter of 2027, said Elon Musk. Resharing an Nvidia post, Musk said the system will see significant scale-up in 2028 as SpaceXAI is expanding its AI infrastructure.
Nvidia faces growth test as Rubin debut meets AI financing scrutiny
The chipmaker has been the biggest beneficiary of the race to build AI infrastructure. Recently, though, its stock has come under pressure as the company has pumped billions of dollars back into the AI ecosystem, stoking fears about its role in so-called circular deals that could artificially inflate demand and distort broader economic signals.
Samsung, SK Hynix stand to benefit as Nvidia AI server costs surge
Server manufacturers notified major data center customers, including Microsoft, Google, and Oracle, that prices for Nvidia-based AI systems would rise by more than 15% in many cases for shipments starting in early 2027. The price adjustments affected systems built on Nvidia's next-generation Vera Rubin and current Grace Blackwell platforms, with the exact scale of the increase varying by chip generation and memory configuration.
Less chips chipping away at AInfra? Nvidia’s server price hike signals rising costs
Nvidia plans server price increases due to a global chip shortage. This shortage is expected to persist beyond the year 2027. Chipmakers are prioritizing AI-grade chips, impacting consumer electronics production. Rising server costs will increase AI model training and deployment expenses. Businesses face higher capital needs for extensive AI infrastructure development.
Nvidia customers notified about AI-related price hikes above 15%: Bloomberg
The price hikes will go into effect on systems shipped early next year and will impact systems including those with the flagship Vera Rubin and Grace Blackwell chips, Bloomberg said, citing people familiar with the process. The increases will depend on Nvidia's chip generation and memory configurations, according to the report.
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